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Julie Gerron

@Sendero Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$671.275MTotal holdings161
Assets growth rate5.84%Assets growth rate (2-Q avg)6.28%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Sendero Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Sendero Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 671.275M in assets, with a quarterly growth rate of 5.84% and a 2-quarter average growth rate of 6.28%. The portfolio is managed by Julie Gerron, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVONovo-nordisk A S
Recent Activity
Increased 35.43%
0.6%
$3.992M
46,413 shares@ $86.03 avg price
WBDWarner Bros Discovery Inc
Recent Activity
Increased 1.51%
0.59%
$3.941M
372,846 shares@ $10.58 avg price
ADSKAutodesk Inc
Recent Activity
Increased 3.57%
0.55%
$3.681M
12,455 shares@ $295.58 avg price
UBERUber Technologies Inc
Recent Activity
Increased 28.37%
0.5%
$3.326M
55,141 shares@ $60.32 avg price
DTDynatrace Inc
Recent Activity
Increased 64.98%
0.49%
$3.284M
60,423 shares@ $54.36 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 24.81%
0.48%
$3.207M
26,554 shares@ $120.8 avg price
PEPPepsico Inc
Recent Activity
Increased 1.29%
0.46%
$3.044M
20,017 shares@ $152.07 avg price
ABTAbbott Labs
Recent Activity
Increased 53.09%
0.44%
$2.913M
25,753 shares@ $113.12 avg price
NBIXNeurocrine Biosciences Inc
Recent Activity
Increased 3.32%
0.43%
$2.859M
20,944 shares@ $136.51 avg price
IWDIshares Tr
Recent Activity
Increased 168.91%
0.43%
$2.834M
15,309 shares@ $185.14 avg price